Client Manager, Small Business Benefits
4 weeks ago
About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where youll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview: Gallagher Benefit Services is looking to add an Account Manager to its growing Small Business Team focused on servicing Small Group Clients. This is a full-time (40 hours per week) opportunity that operates on a hybrid work schedule. Please see the position details below.
Responsibilities: Client Service & Retention
Manage and nurture relationships of a high-volume book of business, particularly Small Business Clients with less than 10 Full Time Equivalent (FTEs)
Lead the Benefits Renewal Lifecycle process, advising clients on optimizing their Employee Benefits Program
Utilize Gallagher’s suite of resources, including tools like Excel and PowerPoint, and established work products to enhance client deliverables efficiently
Identify opportunities to communicate or introduce comprehensive solutions involving additional Gallagher services or expertise like Retirement Planning, Voluntary Benefits, and HR Consulting
Conduct virtual client presentations as needed
Resolve client inquiries, concerns, or issues in a timely and professional manner, collaborating with internal teams as needed to ensure resolution.
Complete internal training and professional development to stay informed on insurance industry trends and challenges in Small Business Employee Benefits
Exemplify the highest ethical standards, promote ethical behavior, and uphold the Gallagher Way
Compliance with Internal Processes
Comply with Gallagher’s Professional Standards of Excellence and internal procedures
Maintain up-to-date records in Gallagher’s Document Management System (DMS) and Account Management Platform
Time Management & Communication with internal & external stakeholders
Maintain positive relationships with Gallagher vendor partners and internal stakeholders
Maintain and prioritize tasks appropriately
Leverage internal team members and resources to manage client/vendor expectations and ensure timely delivery of requests for clients and vendor partners
Qualifications: Bachelor’s degree and 3 or more year’s client coordination and/or claims management experience OR High School degree with 8 or more years client coordination and/or claims management experience.
Appropriate Health & Life licensing required
Possess strong oral and written communication skills, demonstrated through the ability to effectively present in client meetings, lead calls and correspond via email
Compensation and Benefits: On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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